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Union Bankshares
UNB

35 hedge funds and large institutions have $16.5M invested in Union Bankshares in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

0.63% less ownership

Funds ownership: 17.06% → 16.43% (-0.63%)

17% less funds holding

Funds holding: 42 → 35 (-7)

40% less capital invested

Capital invested by funds: $27.6M → $16.5M (-$11.1M)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
35
Holders Change
-7
Holders Change %
-16.67%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
16
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$140K
2
Bank of America
Bank of America
North Carolina
+$117K
3
State Street
State Street
Massachusetts
+$62.8K
4
Wells Fargo
Wells Fargo
California
+$52.1K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$51.1K

Top Sellers

Rank Fund Capital Flow
1
FIA
FNY Investment Advisers
New York
-$665K
2
BCM
Bridgeway Capital Management
Texas
-$269K
3
N
Nuveen
North Carolina
-$240K
4
TTWM
TCV Trust & Wealth Management
Virginia
-$217K
5
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
-$212K
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$28K +$37.8K +1,238 New
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$27.7K +$11K +361 +41%
Citigroup
28
Citigroup
New York
$25K +$9.56K +313 +40%
Legal & General Group
29
Legal & General Group
United Kingdom
$12K -$5.01K -164 -24%
CYG
30
Clean Yield Group
Vermont
$10K – – –
Osaic Holdings
31
Osaic Holdings
Arizona
$8K +$9.92K +325 New
AIP
32
Ameritas Investment Partners
Nebraska
$7K – – –
KFS
33
Kelly Financial Services
Massachusetts
$4.82K +$6.53K +214 New
ME
34
McIlrath & Eck
Washington
$2K – – –
Canada Life
35
Canada Life
Manitoba, Canada
$1K -$31 -1 -2%
FIA
36
FNY Investment Advisers
New York
– -$665K -18,362 Closed
BCM
37
Bridgeway Capital Management
Texas
– -$269K -7,419 Closed
N
38
Nuveen
North Carolina
– -$240K -6,614 Closed
TTWM
39
TCV Trust & Wealth Management
Virginia
– -$217K -5,973 Closed
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
– -$212K -5,838 Closed
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
– -$18K -494 Closed
OSAM
42
O'Shaughnessy Asset Management
Connecticut
– -$6K -178 Closed
TRCT
43
Tower Research Capital (TRC)
New York
– -$6K -158 Closed
1
2

UNB Hedge Fund Activity: Q1 2020 in Review

35 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Union Bankshares (UNB) for Q1 2020, worth a combined $16.5M — down 40% from $27.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of UNB and 3 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 16 added.

The largest buyer was Northern Trust, adding an estimated $140K. The largest seller was FNY Investment Advisers, exiting entirely with an estimated $665K sold.

  • 35 institutional investors held Union Bankshares (UNB) as of Q1 2020, down from 42 in Q4 2019.
  • Funds reported $16.5M of Union Bankshares stock for Q1 2020, down 40% quarter-over-quarter.
  • 3 funds opened new Union Bankshares positions in Q1 2020 and 8 closed out, a net change of -5 holders.
  • The largest Union Bankshares buyer in Q1 2020 was Northern Trust, an estimated $140K added.
  • The largest Union Bankshares seller in Q1 2020 was FNY Investment Advisers, an estimated $665K sold.

Based on aggregated 13F filings for Q1 2020.